Summary

In this episode, Shivu and Kenny review their predictions for 2025 and make new predictions for 2026. They discuss trends in mergers and acquisitions, market performance, the impact of AI in drug development, and the rise of digital advertising in the pharmaceutical industry. They also explore the evolving landscape of biotech companies, regulatory changes from the FDA, and the growing interest in metabolic diseases and psychedelics. Finally, they introduce the 'pharm to table' model in pharma, emphasizing direct-to-patient commercial channels and how these increase patient agency.

Chapters

00:00 Introduction and Overview of Predictions

04:37 Grading 2025 Predictions

10:35 Shivu's 2025 Predictions and Grades

16:53 2026 Predictions: Emerging Trends

22:50 Regulatory Landscape and the FDA's Role

30:46 Predictability in Drug Approval Processes

30:51 The Metabolic Space and GLP-1s

33:08 Big Pharma's Entry into Obesity and Diabetes

34:56 The Risk of Commoditization in Drug Markets

37:06 Differentiation in the GLP-1 Market

39:40 The Rise of Psychedelics in Psychiatry

47:21 Pharm-to-Table Model in Pharma

54:06 Empowering Patients through Direct Access

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